Put It All On Me – Global Logistic Issues Remain Elevated, Western Market Premiums Targeted

Daily Chemical Reaction

Put It All On Me – Global Logistic Issues Remain Elevated, Western Market Premiums Targeted

Key Points:

• Global chemical markets remain notably out of balance, with lengthening supplies in Asia occurring alongside still tight conditions in the US. We discuss a number of commodity indicators supporting our 2H21 business trend views.  
• We discuss a number of downstream findings, ranging from the Ford move to push customers online to business updates from Walmart and Home Depot.
• We highlight pertinent chemical sector corporate updates (e.g., Navigator Gas, Kaneka, Galaxy Surfactants, BHP, Reliance, Indorama, & other items).
• We find varied ESG items worth considering, ranging from numerous corporate ESG initiative updates to general climate trend discussions.
• We note numerous other pertinent chemical sector items in this report.

See PDF below for all charts, tables and diagrams